Post
抄底抄在半山腰。
📌盘前速记：三星财报前的冷思考
三星10月29日将公布Q3完整财报，初报营业利润同比大增近8倍。AI存储需求升温，HBM4出货和存储芯片价格是核心。今天盘前涨2.02%，明显在博弈财报超预期😮。
但利润再高，也要防“利好出尽”⚠️。评论区两点很关键：一是三星利润创新高股价却跌，外资减持、回购将尽，散户流向美股，韩股失去净买方，买盘结构变差；二是SK海力士HBM4后道设备订单延至明年，扩产慢于预期，短期缺货逻辑没破，但长期产能一旦上来，价格就要重估。
你此前1250的SK海力士多单，逻辑也是押注这份预期。业绩兑现时，往往就是短线资金获利了结时。上方有利润分批减，防守位必须带好，单子挂好止损⛑️。以上有时效性，盘中变量快，别裸奔😉。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$75,792.6+0.00%
ETH/USDTEthereum
$2,233.79+0.00%
SOL/USDTSolana
$89.67+0.00%
Today’s market buzz
1#Federal Reserve officials say inflation remains the biggest risk
2#US stock AI sell-off causes Nasdaq to evaporate $2.3 trillion in a single day
3#BlackRock IBIT single-day net outflow of $405 million hits a four-month high
